Totango Overview

Katie Rich

September 11, 2019 21:50

Updated

Totango is the only independent customer success platform to manage customer relationships with complex account hierarchies and multiple products. With our modular approach, you to get up and running quickly without the need for a monolithic deployment projects.

Products & Key Features

Spark - Totango Spark is the enterprise customer success solution designed to help your team achieve their goals. Actively monitor all customer health signals and proactively engage at scale, resulting in focused, proactive customer success teams, increased productivity, and a lower churn rate.

SuccessBLOCs - Totango is organized around modular units of value called SuccessBLOCs, allowing organizations to start with their most critical business priority first, and grow into broader customer success initiatives.

DNA-CX - Customer centered data platform that connects all customer data streams to reflect the unique, personal, and value-driven relationships you have with your customers.

Totango Shield - Security and privacy are built into the foundation of our customer success platform and our company.

Zoe - Zoe enables customer centricity. Companies can organize around the customer by unlocking customer success from a single team and empowering everyone to participate in customer success.

Zoe Direct - Zoe enables everyone in your company to participate in customer success by allowing access to customer data and enabling engagement across your organization.

Zoe Integrations - Zoe expands the customer success mission beyond the customer success team and taps into the potential of the entire organization.

Zoe Share - With Zoe, you can easily share account information from the Totango with anyone in your company.

Zoe Impact - Impact Steps allow anyone within your company to request help and recruit other customer champions to volunteer to participate in actions that benefit the customer.

SuccessBLOCs

A SuccessBLOC provides a modular framework to package Customer Success organizations best practices around important customer journeys. It allows a Customer Success organization to define and operationalize these best practices consistently and effectively for successful outcomes.

Built using six key components to drive and monitor outcomes.

Scorecards help you define and track goals visually using one or more KPIs for a SuccessBLOC. Use this to ensure you are achieving your goals.

Segments provide quick access to account information with a focus on Timeline, Progress or Work-related aspects of the accounts in a segment. The grouped Progress view gives you the overall picture of accounts in a segment.

Reports let you visualize and understand trends over time, monitor fluctuations, and track segments' changes.

Assets are a place to store best practice documentation such as templates and other reference documents within a SuccessBLOC so the entire team can leverage it.

Data DNA-CX

Totanog's Data DNA-CX is a dynamic, schema-less active customer index technology that is at the core of all our products. Connect all customer data streams to reflect the unique, personal and value-driven relationships you have with your customers: